Transaction Advisory - Somu & Associates
Service

Transaction Advisory

Deals structured for value and compliance alike - from the first feasibility check to post-merger integration.

We design and implement business models that operate cost-effectively within today's compliance environment, while addressing the strategic, operational, and tax implications that come with every transaction. By building the systems, processes, and transaction flows in advance, we help clients know the blueprint of a deal well before it's executed.

Our Services

Compliance stays central throughout - every transaction structured within the current regulatory framework.

01

Mergers & Acquisitions

Advisory support across both sides of a deal, from valuation insight to negotiation through to closing.

  • Sell-side advisory - helping you understand your business's potential value and shaping strategy through deal negotiations.
  • Buy-side advisory - from market analysis to acquisition strategy, target identification, valuation negotiation, and support through to definitive agreements.
02

Due Diligence

Desktop due diligence including promoter and company background checks, alongside detailed financial and tax due diligence with on-site reviews and management interviews. We also support post-merger integration.

03

Valuation

Fair business valuation using internationally recognised techniques, covering family settlements, dispute resolutions, and purchase price allocations.

04

Fund Raising

Turnkey support raising growth capital through venture capital, private equity, or non-equity banking channels - including pitch documents, valuation models, and negotiation assistance.

  • Angel Tax advisoryAbolished - guidance on share-premium taxation for closely-held companies raising capital from investors under the erstwhile Section 56(2)(viib) of the Income-tax Act, 1961. The provision taxed share premium received in excess of fair market value at approx. 30.9%, introduced to curb round-tripping of unaccounted money through inflated share premiums. It was abolished with effect from 1 April 2025 (AY 2025-26) via the Finance (No. 2) Act, 2024, for all categories of investors. Pre-abolition assessments (FY 2024-25 and earlier) remain openStill Applicable and may still require defence